About Category rules

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About Category rules
About New Category History

Category rules provide categories in the Report Browser in the Case Manager portal to help organize reports.

Access

To see the category rules available to your current application, select Designer Studio > Reporting > Report Components > Categories. To see all category rules in your system, use the Records Explorer.

Developers can create category rules directly, as they create rules of other types. Managers can create categories by using the Report Browser.

Make sure your Access Group has a Manager composite portal specified as one of the Secondary Portal Layouts on the Settings tab.
From the Quick Launch menu at the top right of the Designer Studio header, click Run.
From the drop-down menu, select Open Portal > [name of Manager portal]
Select the Monitor Activity slice to open the Report Browser, where you can create report categories and report shortcuts. See Working with the Report Browser.

Categories created from the Report Browser are only available to the creator and members of their access group. To create categories for other access groups, use the Create New rule form.